See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,012 | $91,190-74.8% | $178,490-87.1% | $79,858-71.2% |
| Participation rate | 72.2% | 69.2%+3.0pp | 81.9%-9.7pp | 69.6%+2.6pp |
| Annual return | 3.18% | 24.19%-21.0pp | 151.07%-147.9pp | 31.71%-28.5pp |
| Employer contribution / active EE | $1,514 | $3,256-53.5% | $5,011-69.8% | $2,471-38.7% |
| Participant deferral / active EE | $1,600 | $3,236-50.6% | $5,202-69.2% | $3,740-57.2% |
| Admin fee / account holder | $1,551 | $6,751-77.0% | $13,984-88.9% | $5,306-70.8% |